Purchases and Sales Made in Q1 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2025. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
449+ 5.5% |
$94.1K - $111K
|
8.62K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
448+ 3.16% |
$93.9K - $111K
|
14.6K
$2.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 2.2% |
$93.3K - $110K
|
20.7K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
445+ 2.56% |
$93.3K - $110K
|
17.9K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
444+ 3.42% |
$93.1K - $110K
|
13.4K
$2.69M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
444New |
$93.1K - $110K
|
444
$88.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
443+ 15.23% |
$92.9K - $109K
|
3.35K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
442+ 0.83% |
$92.7K - $109K
|
53.9K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
441+ 1.3% |
$92.5K - $109K
|
34.5K
$6.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
441+ 3.01% |
$92.5K - $109K
|
15.1K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
439+ 11.56% |
$92K - $108K
|
4.24K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
437+ 4.95% |
$91.6K - $108K
|
9.27K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
437+ 1.38% |
$91.6K - $108K
|
32K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
437+ 3.68% |
$91.6K - $108K
|
12.3K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
434+ 7.69% |
$91K - $107K
|
6.08K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
433+ 6.28% |
$90.8K - $107K
|
7.32K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
433+ 0.44% |
$90.8K - $107K
|
99.2K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
430+ 6.08% |
$90.2K - $106K
|
7.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
429+ 0.85% |
$90K - $106K
|
50.7K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
429+ 0.89% |
$90K - $106K
|
48.9K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
428+ 1.25% |
$89.7K - $106K
|
34.5K
$6.92M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
428+ 0.54% |
$89.7K - $106K
|
79.9K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
423+ 1.48% |
$88.7K - $105K
|
29K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
422+ 2.73% |
$88.5K - $104K
|
15.9K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
422+ 0.19% |
$88.5K - $104K
|
220K
$44.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
420+ 35.47% |
$88.1K - $104K
|
1.6K
$321K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
417+ 0.58% |
$87.4K - $103K
|
71.8K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
415+ 1.22% |
$87K - $103K
|
34.3K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
415+ 4.4% |
$87K - $103K
|
9.84K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
415+ 1.13% |
$87K - $103K
|
37K
$7.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
415+ 3.64% |
$87K - $103K
|
11.8K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
415+ 0.89% |
$87K - $103K
|
47.3K
$9.47M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
414+ 0.36% |
$86.8K - $102K
|
115K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 2.47% |
$86.2K - $102K
|
17K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
411+ 13.64% |
$86.2K - $102K
|
3.42K
$686K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
409+ 4.61% |
$85.8K - $101K
|
9.27K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
407+ 3.88% |
$85.3K - $101K
|
10.9K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
406+ 6.6% |
$85.1K - $100K
|
6.56K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
405+ 1.31% |
$84.9K - $100K
|
31.3K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
405+ 0.87% |
$84.9K - $100K
|
46.8K
$9.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
404+ 3.21% |
$84.7K - $99.8K
|
13K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403+ 17.11% |
$84.5K - $99.6K
|
2.76K
$553K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
400+ 1.43% |
$83.9K - $98.8K
|
28.4K
$5.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
400+ 1.84% |
$83.9K - $98.8K
|
22.1K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
400+ 7.0% |
$83.9K - $98.8K
|
6.12K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
400+ 1.21% |
$83.9K - $98.8K
|
33.5K
$6.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
398+ 3.63% |
$83.5K - $98.3K
|
11.4K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
397+ 2.73% |
$83.2K - $98.1K
|
14.9K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
397+ 1.26% |
$83.2K - $98.1K
|
31.9K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
395+ 1.57% |
$82.8K - $97.6K
|
25.6K
$5.13M
|